Client Service Advisor

Schechter Wealth

Job Description

The Client Service Advisor is a broad broad-spectrum critical thinker who manages multiple ongoing requests from various sources and prioritizes efficiently to support our clients and advisors. This individual has unparalleled organizational skills and attention to detail. They can anticipate client and advisor needs while utilizing various platforms and information sources. Each day and case are unique and require the ability to understand and manage many diverse requests and timelines. The Client Service Advisor is very proactive, has a strong sense of urgency and responsiveness, and works well both independently and with a team. Creating a prompt, and exceptionally positive service experience for our clients is the number one priority.

Essential Job Functions

• Be the first and last line of defense-related to firm clients’ welfare while assisting investment Advisors in providing the highest level of service during all stages of the relationship
• Possess a thorough understanding of the servicing requirements of investment and retirement planning products, as well as a basic understanding of investment and retirement planning concepts, and related income tax and estate planning strategies
• Provide service to clients professionally by responding timely to both regular and varied account-related inquiries via electronic means, written correspondence, telephone or in-person
• Open, close, and maintain investment accounts
• Help clients to transfer funds, process money movements for qualified and non-qualified accounts, facilitate securities and mutual fund trades, and update/send out monthly and quarterly asset, performance, or tax information reports
• Identify issues requiring instant elevation to the Operations Manager, Investment Advisors, or Chief Compliance Officer
• Assist with overall SIA team workload, projects, and firm initiatives
• Participate in best practices for firm procedures and compliant record-keeping
• Maintain the integrity of client database and electronic files (CRM and custodian records)
• Various other duties as assigned by the Investment Advisors or Investments Operations Manager


• Education: High School Diploma or G.E.D.
• At least 3 years of professional experience in a financially oriented field is preferred (insurance, securities, corporate finance, banking)

Required Skills

• Strong computer skills with strength in MS Office Tools for creating client presentations and spreadsheets
• Strong intellectual curiosity for understanding complex financial products and legal/business concepts
• Strong organizational and time management skills; must be able to establish priorities and execute them with minimal assistance
• Exceptional level of accuracy and attention to detail
• Strong interpersonal skills with a friendly and professional manner
• Team and results-oriented
• Discretion/confidentiality a must in this position
• White-glove service mentality
• Professional references

Our Promise

• Unique work environment with strong employee culture and values
• Competitive salary with Merit and Team Bonus eligibility
• Paid time off
• High-quality benefits including Medical, Dental, Vision, Disability, HSA, FSA, 401K, etc.
• Flexible work from home policy

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